Kirstie Alyssa Madsen

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → Present
  Ubs Financial Services Inc
  Lincoln, NE
• 06/2016 → Present
  Bryan Medical Center Hospital
  Lincoln, NE

Other Businesses

I work at Bryan Medical Center Hospital as a registered nurse on an as needed basis. I have worked there from 06-2016 to present. Currently, I work at the hospital 4 to 8 hours a month in the evenings or on weekends when securities trading hours are closed. I work on the Youth Mental Health unit and provide direct patient care. This business is not investment-related. The location is 2300 S. 16th St. Lincoln, NE 68502. Grace Gate Farm ,NE United States ,Grace Gate Farm is a faith-based nonprofit that provides alternative therapy programs, such as animal-assisted therapy and nature based programs for veterans. Activities include therapeutic animal care, gardening, education and community outreach. , Member of Board of directors , "President: Supervise and direct the operations of the corporation, general manager of the corporation Treasurer: Responsible for all funds and securities of the corporation" ,Start date 7/1/2025

Exams

• S66 Uniform Combined State Law Examination
  2021-10-28

Other Names

• Kirstie Alyssa Geist